See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,319 | $78,694+42.7% | $67,652+66.0% | $125,391-10.4% |
| Participation rate | 68.4% | 78.8%-10.4pp | 75.7%-7.2pp | 83.2%-14.8pp |
| Annual return | 0.27% | 9.46%-9.2pp | 6625.04%-6624.8pp | 282.22%-282.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,075 | $4,292-28.4% | $3,560-13.6% | $5,352-42.5% |
| Admin fee / account holder | $36,877 | $7,403+398.1% | $4,821+665.0% | $9,540+286.5% |